Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,169 | $70,684+47.4% | $169,390-38.5% | $75,173+38.6% |
| Participation rate | 6.9% | 64.8%-57.9pp | 77.2%-70.3pp | 67.2%-60.3pp |
| Annual return | 22.22% | 36.38%-14.2pp | 406.07%-383.9pp | 160.72%-138.5pp |
| Employer contribution / active EE | $263 | $2,211-88.1% | $4,013-93.5% | $2,671-90.2% |
| Participant deferral / active EE | $1,548 | $4,310-64.1% | $6,222-75.1% | $4,126-62.5% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,015-100.0% | $5,651-100.0% |